Fees Management¶

Configure Fees¶

Configuration of fees helps you to provide the start up data of fees according to the courses of an institute.You can also configure fees elements of the particular Fees Terms. To configure the fees, follow the below steps :-

Go to SIS ‣ Configuration ‣ Fees Term.

Click on New to create a new fees term.

Select any Fees Term Type and click on save button.

Details of Fees Form¶

Name :- Set name of the new fees term.
Code :- give unique code.
Active :- Set true or false whether fees term is currently active or not.
Discount (%) :- Set discount percentage for particular fees term.
Term Type :- Indicates the selected term type (e.g., Fixed Fees of Days, Duration Based Fees, etc.).
Description :- Set description or terms and condition of new fees term.
Terms :- Set due days, value (%) of fees for next due date, and fees elements.
Fees Elements :- You can divide the fees terms by setting the elements of the fees.

To configure the fees elements of the Fees Terms, follow the below steps :-

Go to SIS ‣ Configuration ‣ Fees Term ‣ Edit ‣ Fees Elements.

Click on Fees Elements, Wizard will open to create fees elements. You can also define Fees Reminder Lines within the same popup to configure when and how payment reminders should be sent out.

If you have selected Fixed Fees Of Dates by Term Type then select Due Date.

Click on Fees Elements and you can create fees elements according to your requirements.

You can create the other fees elements also.

Here the configured terms and fees elements are visible in the Fees Term.

If you have selected Duration Based Fees by Term Type then select Duration like days, week, month, years etc..

Term Type :- Select the Duration Based Fees term type from the dropdown menu.
Bill Every :- Select option in bill every field when you want to create a invoice from Bill Every Day, Every Week, Every Month or Every Year.
Invoice Cycles :- Set the number of expire after number of invoicing.

Go to Students ‣ General ‣ Student Course Detail and select the particular student.

Here you can see invoice cycles, generated invoice, next invoice date and previous invoice date.

Fees Start Date :- Select Fee Start Data. If not, this default will be taken Current Date.
Invoice Cycles :- It will display the total invoice cycles.
Generated Invoices :- It will display total number of generated invoices.
Next Invoice Date :- It will display next invoice date.
Previous Invoice Date :- It will display previous invoice date.

If you have Session Based Fees by Term Type like how many sessions you have to attend.

Term Type :- Select the Session Based Fees term type from the dropdown menu.

Go to Students. Click on New to create a new student.

Once a student is created and admitted to a course, a fee plan is generated automatically. The student can also be admitted dynamically from the portal side.

You can also create student admissions from the backend. To do this, follow the steps below:- Go to Admission page and click on New in Admission.

Go to Class Attendances –> Attendance –> Sheets.

Click on New to create a attendances sheet.

After select the Register and Session click on Attendances Start button.

After the click of that button user can see list of students based on register and session.

Click on Attendances Taken button.

Invoice will be generated only when the attendance taken.

If you have Faculty Session Based Fees by Term Type its like which faculty takes how many lectures.

Term Type :- Select the Faculty Session Based Fees term type from the dropdown menu.

Go to Faculties and select the particular faculty.

Go to page subject cost and click on Add a Line.

Subject :- Select the subject from the list.
Product :- Select the product from the list.
Cost :- It will automatically set based on select product.

Invoice will be generated only when the attendance taken.

Invoice Creation¶

To create the invoice of the fees collection of the student, follow the below steps :- Go to Students.

To create invoice,click on invoiced button.

Click on pay button and wizard will open to pay fees.

Click on Create Payment.Invoice detail is shown as below image.

Fees Plan¶

Once a student is created and admitted to a course, a Fees Plan is generated automatically based on the applied Fees Term. The Fees Plan keeps track of the total amount, paid amount, and remaining amount for the student.

To view or manage the generated fees plans:

Go to SIS ‣ General ‣ Fees ‣ Fees Plan.

Here you can see the list of all generated fees plans for students.
The fees plan contains the total fees and the breakdown of installment lines (Fees Plan Lines).
The state of a fees plan progresses through Draft, Running, Done, and Cancel.
Administrators can use the Send Reminder to Student button to email payment reminders for running fees plans.
You can generate a PDF Fees Report from the Print menu to get a detailed analysis of the student’s fee plan.

Fees Plan Lines¶

Fees Plan Lines represent the individual installments or scheduled payments generated from the main Fees Plan.

Go to SIS ‣ General ‣ Fees ‣ Fees Plan Lines.

This view provides a detailed list of all payment installments, their due dates, and amounts.
Administrators can click the Create Invoice button on a Draft line to generate the corresponding invoice in accounting.
Once the invoice is generated, you can click View Invoice to open the associated invoice directly.

Fees Statements in Student Portal¶

Students and parents can easily track their fee records and payments through the web portal.

When logging into the portal, a Fees Statements card displays on the portal home page, which redirects to the Invoices & Bills page to manage all fees and dues.

In the Student Profile (accessible via My Account ‣ Students ‣ Select Student), a dedicated Fees tab is available.

The Fees tab lists all assigned Fees Plans, the status of each installment, the invoice references, and provides a direct link to download the Fees Report as a PDF.